Documents, Photos, Forms & Attachments
254 results found
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Notifications for When Document is Digitally Signed.
An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.
58 votes -
Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
11 votes -
6 votes
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Print and sign and reupload.
Please have an option to print estimates with a sign and date option .
3 votes -
Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
4 votes -
Attach Documents to Estimate Email
Ability to attach documents to an Estimate when sending Estimate for signature. For example: Contract Terms & Conditions
4 votes -
Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates
Which would then allow our custom documents to be sent out for e-signature.
6 votes -
Download PDF of forms
Ability to download a filled out form as PDF
8 votes -
Attach a "Company Document" onto a document template
ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the…
10 votes -
Document esigned status
I'd like the ability to create a report showing wither or not a specific company document (contract agreement) has been sent to a contact, and then show the status, if the document has been sent, opened, or fully signed. If that doesn't work, some way to trigger an automation when a contact signs a company document.
1 vote -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
14 votes -
List Android App in Amazon Marketplace for use on Windows11 Tablet
Windows 11 Can now run Android apps but they need to be listed on the Amazon market place.
I would LOVE to be able to run the Android app version on our windows tablets instead of using the web browser.
1 vote -
Downlaod Estiamte Tempaltes
The ability to download estimate templates.
1 vote -
Ability to filter (reject) images from email replies
Ability to filter (reject) images from email replies
Would like to continue saving attachments but avoid images such as signatures and logos.
2 votes -
Template questions with a Photo type
Include a Photo type question to the template questions so I can select specific photos for specific areas on a document
2 votes -
Signature Document Workflow
When creating templates, there should be an option to create a document workflow for signatures. For example, we require that proposals be reviewed by one of the owners before going out for customer signature. We currently cannot do that in JN, so we have to use a third party e-signature service which allows us to create these workflows. A way to do this would be for us to be able to create an estimate template with all the contract terms and conditions, and to have a feature where we select that any estimates sent for signature under that template, must…
2 votes -
Increase photo upload limit to 1000+
We often need to upload hundreds of photos from our job sites at once. Now, we need to do this in chunks, and it's extremely inefficient.
1 vote -
Attach Links to Documents
Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.
2 votes -
Document Status changes with signature status
There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.
5 votes -
Signature Type for Forms
It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.
4 votes
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